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Travelers Companies

1,124 hedge funds and large institutions have $30.8B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
19.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
404
Reduced
366
Closed
76
Calls
$81.4M
Puts
$86.5M
Net Calls
-$5.19M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
876
Golden State Equity Partners
California
$220K +$11.4K +75 +5%
ISWM
877
Independent Solutions Wealth Management
New York
$220K +$220K +1,444 New
BFS
878
Bickling Financial Services
Massachusetts
$219K +$1.06K +7 +0.5%
GLA
879
Good Life Advisors
Pennsylvania
$219K +$3.35K +22 +2%
OWA
880
One Wealth Advisors
California
$219K +$219K +1,439 New
SPI
881
Santori & Peters Inc
Pennsylvania
$218K +$303 +2 +0.1%
ACI
882
Alpha Cubed Investments
California
$216K
Fisher Asset Management
883
Fisher Asset Management
Washington
$216K +$11.8K +78 +6%
EP
884
Edgestream Partners
New Jersey
$216K +$216K +1,421 New
CCMD
885
Cypress Capital Management (Delaware)
Delaware
$215K
PFBT
886
Parkside Financial Bank & Trust
Missouri
$214K +$2.12K +14 +1%
CA
887
Clearstead Advisors
Ohio
$214K +$4.26K +28 +2%
WCM
888
Windsor Capital Management
Arizona
$214K +$214K +1,412 New
ERIM
889
Eagle Ridge Investment Management
Connecticut
$213K +$213K +1,401 New
PCA
890
Personal Capital Advisors
California
$213K +$213K +1,403 New
SS
891
Sunbelt Securities
Texas
$212K
DLA
892
Douglas Lane & Associates
New York
$212K
FWM
893
Focused Wealth Management
New York
$212K +$455 +3 +0.2%
BCMO
894
Buckingham Capital Management (Ohio)
Ohio
$209K -$129K -850 -38%
WI
895
Wedgewood Investors
Pennsylvania
$207K
CRC
896
Curi RMB Capital
Illinois
$206K
MCM
897
Manchester Capital Management
Vermont
$206K +$914 +6 +0.4%
GL
898
Graypoint LLC
New York
$206K +$206K +1,353 New
EGM
899
Engineers Gate Manager
New York
$205K -$34.4K -227 -14%
PP
900
PrairieView Partners
Minnesota
$205K +$2.43K +16 +1%